Mbf are working with a national financial planning organisation to recruit an additional Paraplanner. Our client are true market leaders, they have won multiple industry awards and have an outstanding reputation. The business has offices across the UK with a very strong presence in the South West of England.
The requirement is for an experienced Paraplanner to come in and work directly with one Senior Financial Planner who has a large HNW client bank. You will work very closely with this Financial Planner providing full technical support whilst also being a vital point of contact for clients.
In this role you will be required to -
- Work with Senior Financial Planners to provide technical support
- Prepare detailed recommendations & write bespoke financial planning reports
- Liaise with HNW & UHNW clients
Requirements
- To be considered you must be working as a Paraplanner or Junior Paraplanner and will have strong experience in this type of role
- Previous report writing experience is essential
- You will also need be Diploma qualified or studying towards this
On Offer
- Basic salary of up to £43,000 plus discretionary bonus
- Work from home up to 3 days per week
- Full study support
- Opportunity to progress within a national organisation
- 25 days' annual leave plus bank holidays
- 5% pension
- PMI
- Group Income Protection
- Group Life Assurance and much
Sector:
- Financial Services
- Financial Planning
